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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
2076
Heck Capital Advisors
Wisconsin
$113K -$28 -1 -0%
RFWA
2077
RPg Family Wealth Advisory
Massachusetts
$112K
MCM
2078
MV Capital Management
Maryland
$112K -$84.7K -3,045 -42%
TDC
2079
Thompson Davis & Co
Virginia
$111K -$15.5K -557 -12%
HRC
2080
Hoertkorn Richard Charles
$107K
WCM
2081
Wealthcare Capital Management
Virginia
$105K +$56 +2 +0.1%
EARNEST Partners
2082
EARNEST Partners
Georgia
$104K
NCM
2083
New Capital Management
Texas
$101K +$7.01K +252 +7%
TCM
2084
TD Capital Management
Tennessee
$100K +$55.3K +1,986 +115%
ECM
2085
EII Capital Management
New York
$100K +$104K +3,724 New
TFO
2086
Tarbox Family Office
California
$84K +$2.12K +76 +2%
SLF
2087
Sun Life Financial
Ontario, Canada
$81.4K -$2.26M -81,078 -95%
PAM
2088
Paradigm Asset Management
New York
$80.2K
ABA
2089
American Beacon Advisors
Texas
$78K +$9.6K +345 +14%
SA
2090
SRH Advisors
Kansas
$78K +$18.2K +655 +29%
LYV
2091
Live Your Vision
Pennsylvania
$76K +$28 +1 +0%
SMG
2092
Spectrum Management Group
Indiana
$75K
PCM
2093
Poehling Capital Management
Wisconsin
$75K +$7.38K +265 +11%
AFIA
2094
America First Investment Advisors
Nebraska
$72K -$11K -397 -13%
CFG
2095
CKW Financial Group
Hawaii
$72K
CT
2096
CPF Texas
Texas
$71K -$234K -8,399 -76%
RCG
2097
Ruggie Capital Group
Florida
$68K -$60.9K -2,189 -46%
OPWM
2098
Oak Point Wealth Management
Michigan
$67K -$166K -5,974 -70%
SCA
2099
Stuart Chaussee & Associates
California
$61K -$9.21K -331 -13%
SFG
2100
Sage Financial Group
Pennsylvania
$61K

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.